August, 2022

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CFOs to boost IT, tech budgets in face of inflation: Gartner

CFO Dive

Forty percent of CFOs are planning to hike up IT spending in the next 12 months, with many seeking to tap automation to collect key financial insights.

Budgeting 299
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Is this chart going up or down?

The Reformed Broker

Is this chart going up or down? It’s not a trick question. Just look at it and tell me what primary the trend is. You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Marketing 132
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Tales from the Dark Side

Barry Ritholtz

I had a fascinating conversation with an old friend who has been working in a giant bulge bracket firm his entire multi-decade career. What made this particular conversation so intriguing was his sudden epiphany about the Sell-side. Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace.

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Bank Single Gateway for efficient connectivity

Simply Treasury

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. A “Bank Single Gateway” is no longer a "plus", but a "must" that every fund servicer or fund should have. It's the key to finally having better cash management, as multinational companies do.

Banking 147
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How to Build the Ideal HR Team

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

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SAP ERP for Small Businesses

Navigator SAP

Small business cloud ERP may seem like a recent trend, but that’s not really the case. Enterprise resource planning software, with its ability to manage production, planning, purchasing, accounting, manufacturing, sales, distribution, customer service, and every other aspect of business, used to be a privilege reserved only for big corporations. After all, the word “enterprise” doesn’t exactly connote a mom-and-pop operation.

SAP 237

More Trending

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CFOs should look to digitalize employee recognition programs

CFO Dive

Despite mounting signs of a recession, the labor market remains robust and CFOs should consider digitalizing employee recognition programs to retain talent.

Marketing 290
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Why the market is bouncing

The Reformed Broker

Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.

Marketing 135
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U.S. Cropland Values Hit Record Highs

Barry Ritholtz

Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).

Sales 143
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Sage Intacct For SOX Compliance

https://trustedcfosolutions.com/feed/

All public companies are required to comply with Sarbanes-Oxley (SOX). Still, there are also several key provisions of Sarbanes-Oxley that apply to small and medium-sized businesses as well as to accountants, auditors, and executives. Sage Intacct was built to assist companies in complying with SOX by helping companies of all sizes meet both deceptive and preventive internal control requirements.

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Planning Your Restaurant's Path to Profitability

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

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Why Business Uncertainty is the Right Time for ERP

Navigator SAP

These are interesting times for business. The Covid-19 pandemic shook almost every industry around the world, and the new normal is different than what came before. But part of what makes the new normal different is that uncertainty and disruption haven’t gone away any more than the Covid virus itself. Beyond just the pandemic, the world is in flux.

Planning 235
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Cochrane and Coleman: Quantitative Easing and Asset Price Dynamics

CFA Institute

"Wall Street wisdom is that QE is immensely powerful and is stoking financial bubbles. Academics say, 'I take your $100 bills, I give you back 10 $10 bills. Who cares?'".

Economics 113
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Just 9% of finance departments have primary ESG oversight: survey

CFO Dive

Evidence of loose internal controls related to environmental, social and governance (ESG) data comes as the potential cost of companies getting ESG reporting wrong are rising.

Finance 270
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All eyes on SPX 4,000

The Reformed Broker

I like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500. Now we’re caught between the declining 200-day and the rising 50-day – the latter might be the next major pivot point for short-term traders and for general sentiment depending on what happens if and when we get there: Here’s Ari: A Bullish Base vs. a Resuming Bear The S&P 500’s rejection from its 200-d.

Marketing 131
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How Automation is Driving Efficiency Through the Last Mile of Reporting

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

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Future Proof is Almost Here!

Barry Ritholtz

Over the years, I have been involved in a fair share of investment conferences. This began with the Big Picture Conference at the New York Athletic Club, post-GFC. I had flipped bullish in March 2009, but I have vivid recollections that Fall of listening to Jim O’Shaughnessy of OSAM explain the history of markets following a 50+% crash. He was even more bullish than I was, and had the data to back it up.

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The Cash Gap: How Big is Your Gap?

CFO Simplified

Like many professionals, I try to leave my work at the office to make my personal time free of work-related concerns. However, one particular “business” topic that occasionally comes up, especially during the holidays, is our family’s “cash gap.”. The cash gap is the number of days between when we spend money buying presents, and when I get paid next.

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The Role of ERP in the Pharmaceutical Industry

Navigator SAP

The pharmaceutical industry has been transformed in recent years by pressure from intensely competitive markets and the need to comply with new regulations that mandate the highest quality standards across all processes. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives. It requires not just R&D capability, talent, and strong capital investment over the long term, but also the need for a strong digital infrastructure.

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Why ESG Scores for Companies Matter. A Lot.

Embark With Us

People need receipts these days. Fair or not, to a massive swath of the marketplace, if you can't prove it, it didn't happen. Or, at the very least, people will look at you sideways, and that's not exactly great for business.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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CFOs flag staffing, digital transformation as top growth challenges

CFO Dive

CFOs pointed to staffing and hiring challenges as well as digital transformation as the top barriers to fostering growth at their companies, a study finds.

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Literally

The Reformed Broker

Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect. We manage our tactical portfolio based on technically-oriented rules not because it always works (it doesn’t!) but because it eliminates feelings like fear or fear of missing out from the decision-making process.

Marketing 117
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Passive vs. Active

Barry Ritholtz

Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for Bloomberg Intelligence and the author of “ The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.”. It’s a fun conversation I’m sure everybody will enjoy. There are parts of our discussion I thought were obvious, but he convinced me as underappreciated: First and foremost, the intense disruption of low-c

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The Ins and Outs of Budgeting and Planning Drivers

Centage

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. A newer approach to financial management, driver-based planning involves examining a company’s main business and value drivers with a goal of designing plans and budgets with them in mind.

Budgeting 105
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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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Automate & Simplify e-Commerce and Marketplace Connections - Webinar

Navigator SAP

Automate and Simplify e-Commerce and Marketplace Connections.

eCommerce 226
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Powell Prescribes More Economic Pain: Three Financial History Lessons Support His Diagnosis

CFA Institute

“The first lesson is that central banks can and should take responsibility for delivering low and stable inflation,” Jerome Powell says.

Economics 117
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Inflation anxiety hits highest level since 1979: NFIB

CFO Dive

Small businesses flagged several reasons for pessimism beyond price pressures, including a tight labor market and crimped supply chains, NFIB found in a survey.

Marketing 269
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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.

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PowerPoint Best Practices for Creating Stellar Presentations

Mastering data visualization in PowerPoint will help accelerate your career because it positions you as someone who can present data that drives business decisions forward. think-cell's PowerPoint Best Practices eBook was created specifically for professionals aiming to master the art and science of data-driven storytelling. What’s inside: Practical Insights: Uncover valuable tips for crafting engaging and persuasive presentations.